Account Type****** ******Account Owner******** ****Account Opps/Deals***** *******Closed Won • Jan 25**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Conquest Planning IncChief Product OfficerNov 18 - PresentCambrian Credit UnionBusiness Analyst & Project ManagerMay 18- Nov 18Advicent Now Part Of InvestcloudProduct Director, NaviPlanOct 14- Apr 18
Rob ShapiroChief Product OfficerView Profile, Rob ShapiroTaylor FishmanVice President Product Portfolio Operations ManagerView Profile, Taylor FishmanTom MaraVice President CXView Profile, Tom Mara